What to Know About Data Libraries in Agentforce & Salesforce Data Cloud
TL;DR: Key Takeaways Agentforce Data Libraries let AI agents use your organization’s trusted data instead of relying solely on general LLM knowledge. Libraries can pull from Salesforce Knowledge, uploaded files, web search, or custom data sources. Salesforce Data Cloud powers Data Libraries by ingesting, chunking, indexing, and storing data for rapid retrieval. This setup enables […]
Atrium Blog: Why Agentic AI is the Evolution Sales Teams Have Been Waiting For
Is your sales team spending more time on data entry and manual tasks than on what truly matters: building relationships and closing deals? It’s a common problem, and for a long time, the answer has been more automation. But what if there were an evolution of AI that goes far beyond simple automation or generative […]
Salesforce Data Cloud Updates: New Pricing, Permissions, and a Simplified Experience
Big changes are coming to Salesforce Data Cloud, and it’s not just about pricing. Salesforce is also rolling out significant updates to permission sets to simplify user management and better align with different roles. A new era of data ingestion Salesforce is now offering zero-cost data ingestion for structured data coming from its own internal […]
Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud
A few nights ago, I was tethered to my phone’s hotspot, laptop barely hanging on, trying to finish one last virtual meeting before the battery gave out. It was our third major storm this year. Another giant tree — one of the many in our beautifully wooded neighborhood — snapped a power line. Again. Now, […]
Cool Tools, Modest Moves: 7 Things to Know About Financial Services Cloud Summer 2025
When Salesforce first launched Financial Services Cloud (FSC) in 2016, it gave financial institutions a unified data model that reshaped how they worked with Salesforce. It brought order to what had previously been a patchwork of customizations. Since then, Salesforce hasn’t stopped evolving FSC — and more recently, much of that evolution has been focused […]
Analytics in an Agentic World with Agentforce and Tableau Next
At Dreamforce last year, I was moderating a panel on guided selling with analytics and AI when an audience member asked how I thought Agentforce would impact analytics solutions. My off-the-cuff response was that in terms of analytics, “the questions remain the same, but now we have another mechanism through which we can deliver those […]
Salesforce Connections 2025: A New Chapter for Marketing in the Agentic Era
The energy at Salesforce Connections 2025 in Chicago was undeniable. But beneath the surface of exciting networking among fellow consultants, digital marketers, and AI enthusiasts, a fundamental industry shift was taking place. Connections wasn’t just another conference; it was the formal unveiling of a new paradigm: the agentic era of marketing. The key takeaway is […]
On-Demand Webinar: Reimagining Client Loyalty in Financial Services Through Intelligent Personalization
On-Demand Webinar Reimagining Client Loyalty in Financial Services Through Intelligent Personalization In this on-demand webinar, we explore how leading financial institutions are using real-time data and intelligent automation with Salesforce Marketing Cloud and Agentforce to create highly personalized experiences that build lasting client loyalty. You’ll learn how to deliver the right message, to the right […]